PANAGRAM AAA CLO ETF (CLOX) Institutional Ownership
CLOX is currently held by 1 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $321,051 based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026.
The largest disclosed holder is Sequoia Financial Advisors, which reported ownership valued at approximately $321,051 in its March 31, 2026 13F filing. Based on current market prices and the latest disclosed share count, Sequoia Financial Advisors's CLOX position is now estimated to be worth approximately $321,056.92, representing an estimated gain of +0.00% since the filing period.
Major shareholders tracked on this page include Sequoia Financial Advisors, and other prominent asset managers. Collectively, these investors account for approximately 100% of the total disclosed value among the investors covered in this analysis.
This page tracks 13F-reported ownership trends, hedge fund exposure, portfolio concentration, historical 13F filings, and estimated holding performance to help investors analyze smart money sentiment toward PANAGRAM AAA CLO ETF (CLOX).
Institutional Ownership Trend
| Portfolio quarter | Institutional holders | Total reported value | Total shares |
|---|---|---|---|
| Q1 2026 | 1 | $321,051 | 12,556 |
| Q4 2025 | 1 | $316,570 | 12,410 |
| Q3 2025 | 1 | $313,283 | 12,252 |
| Q2 2025 | 1 | $309,542 | 12,091 |
| Q1 2025 | 1 | $304,637 | 11,942 |
| Q4 2024 | 1 | $299,591 | 11,767 |
| Q3 2024 | 1 | $296,389 | 11,600 |
| Q2 2024 | 1 | $291,709 | 11,417 |
Related CLOX Institutional Insights:
- CLOX Institutional Ownership & Insiders Activity
- CLOX Institutional Ownership & 13F Activity
- CLOX Top Institutional Shareholders
- CLOX Institutional Buying Activity
- CLOX Institutional Selling Activity
- Institutional Portfolio Overlap & Shared Holdings
- CLOX Insider Trading & SEC Form 4 Activity
- Top Institutional Investor Stock Rankings